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GeoWealth Management’s Global X Cybersecurity ETF BUG Stock Holding History

GeoWealth Management’s Portfolio BUG Stock Details BUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,206
Closed -$199K – 1157
2024
Q4 		$199K Sell
6,206
-1,555
-20% -$50.4K 0.01% 767
2024
Q3 		$240K Sell
7,761
-8,432
-52% -$251K 0.01% 662
2024
Q2 		$479K Sell
16,193
-403
-2% -$11.6K 0.02% 439
2024
Q1 		$494K Sell
16,596
-1,115
-6% -$33.4K 0.02% 439
2023
Q4 		$519K Sell
17,711
-2,126
-11% -$54.9K 0.04% 328
2023
Q3 		$481K Buy
19,837
+417
+2% +$10.1K 0.05% 207
2023
Q2 		$472K Buy
19,420
+3,499
+22% +$80.8K 0.05% 174
2023
Q1 		$372K Buy
15,921
+914
+6% +$20.3K 0.04% 155
2022
Q4 		$310K Buy
15,007
+3,188
+27% +$73.4K 0.03% 191
2022
Q3 		$282K Buy
11,819
+11,480
+3,386% +$303K 0.03% 206
2022
Q2 		$8K Sell
339
-205
-38% -$5.64K ﹤0.01% 327
2022
Q1 		$16K Buy
544
+122
+29% +$3.59K ﹤0.01% 376
2021
Q4 		$13K Buy
422
+82
+24% +$2.65K ﹤0.01% 365
2021
Q3 		$10K Buy
340
+269
+379% +$8.25K ﹤0.01% 386
2021
Q2 		$2K Buy
+71
New +$1.93K ﹤0.01% 270

Other funds holding BUG

MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Edmond de Rothschild Holding
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GeoWealth Management's BUG Position: Q1 2025 in Review

GeoWealth Management sold out of Global X Cybersecurity ETF (BUG) in Q1 2025, closing a stake of 6,206 shares — an estimated $199K sold.

GeoWealth Management first reported a position in BUG in Q2 2021 and held it in 15 quarters. The position peaked at $519K in Q4 2023. 176 funds tracked by Wall St. Rank hold BUG as of Q1 2025.

  • GeoWealth Management reported no remaining Global X Cybersecurity ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 6,206 Global X Cybersecurity ETF shares in Q1 2025, an estimated $199K.
  • GeoWealth Management first reported a position in Global X Cybersecurity ETF in Q2 2021 and held it in 15 quarters.
  • GeoWealth Management's Global X Cybersecurity ETF position peaked at $519K in Q4 2023.
  • 176 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.